+43.4%
SMH vs DOCU
+11.6%
+31.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | -11.2% | -3.7% | -7.5% | -11.5% |
| 30D | -20.4% | +15.0% | -35.4% | -19.2% |
| 3M | -12.4% | +39.9% | -52.3% | -9.2% |
| 6M | -0.5% | +66.2% | -66.6% | +5.9% |
| YTD | +40.0% | +17.7% | +22.3% | +51.1% |
| 1Y | +43.4% | +13.7% | +29.7% | +55.6% |
| All | +43.4% | +11.6% | +31.8% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling